Associate Investment Counsellor

Embark on a rewarding career as an Associate Investment Counsellor at RBC in Halifax, Nova Scotia. Collaborate with experienced professionals to develop tailored investment strategies for high-net-worth clients and their portfolios.

As part of RBC Phillips, Hager & North Investment Counsel, this full-time role is designed for individuals looking to elevate their career towards becoming an Investment Counsellor. Engage in client acquisition, monitor investment strategies, and maintain client relationships through effective communication. You will develop skills to meet the challenges of portfolio management and business development in this dynamic environment.

Key Responsibilities:

• Assist in constructing customized investment strategies

• Actively engage in client meetings and prospect discovery

• Monitor and rebalance client portfolios according to investment policies

• Develop internal and external referral networks

• Ensure compliance with industry regulations and internal standards

Requirements:

• University degree in Business or Economics

• Experience in portfolio management and client communication

• 5+ years in the investment industry preferred

• CFA Level II or CIM designation is a plus

• Strong written and verbal communication skills

Take the next step in your investment career while making a meaningful impact with RBC.
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